Overview
AerCap Q3 2025 revenue and adjusted EPS beat analyst expectations
Company raises full-year 2025 adjusted EPS guidance to ~$13.70
AerCap announces new $750 mln share repurchase program
Outlook
AerCap raises full-year 2025 adjusted EPS guidance to ~$13.70
Result Drivers
ASSET SALES - Record gain-on-sale of $332 mln from $1.5 bln asset sales in Q3 2025
UKRAINE RECOVERIES - $475 mln recovered in Q3 related to Ukraine Conflict, totaling $2.9 bln since 2023
LEASING ENVIRONMENT - Favorable leasing and sales environment supports strong performance
Key Details
Metric
Beat/Miss
Actual
Consensus Estimate
Q3 Revenue
Beat
$2.30 bln
$1.97 bln (4 Analysts)
Q3 Adjusted EPS
Beat
$4.97
$3.10 (7 Analysts)
Q3 EPS
$6.98
Q3 Adjusted Net Income
$865 mln
Q3 Net Income
$1.21 bln
Q3 Cash Flow from Operating Activities
$1.50 bln
Analyst Coverage
The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 8 "strong buy" or "buy", 1 "hold" and no "sell" or "strong sell"
The average consensus recommendation for the corporate financial services peer group is "buy"
Wall Street's median 12-month price target for AerCap Holdings NV is $134.00, about 9.7% above its October 28 closing price of $121.00
The stock recently traded at 9 times the next 12-month earnings vs. a P/E of 9 three months ago
Press Release: ID:nPnbW4FDva
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(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)
